AdvisorOS Directory
Claim Profile
Unclaimed Profile
(T

(bai) Fbo Matthew Dalio Dalio Family Trust

BRIDGEWATER ASSOCIATES, LP·WESTPORT, Connecticut
Clean recordBRIDGEWATER ASSOCIATES, LP
ONE GLENDINNING PLACE, WESTPORT, CT 06880CRD# 5747545Firm CRD# 105129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
(bai) Fbo Matthew Dalio Dalio Family Trust · WESTPORT, CT
Registration
CRD #5747545 · BRIDGEWATER ASSOCIATES, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

(bai) Fbo Matthew Dalio Dalio Family Trust is a registered financial advisor based in WESTPORT, Connecticut, affiliated with BRIDGEWATER ASSOCIATES, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
Introduction

Speak with (bai) Fbo Matthew Dalio

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if (bai) Fbo Matthew Dalio is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BRIDGEWATER ASSOCIATES, LP
BRIDGEWATER ASSOCIATES, LP
AUM
$171.8B
Regulatory assets under management
Employees
1196
Total firm employees
View all advisors at BRIDGEWATER ASSOCIATES, LP →
Services
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: INVESTMENT ADVISORY SUPPORT SERVICES
Regulatory
SEC/IARD CRD# 5747545
Firm CRD# 105129
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTPORT?

Browse all registered financial advisors in WESTPORT, Connecticut or claim this profile if it's yours.

Browse WESTPORT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does (bai) Fbo Matthew Dalio Dalio Family Trust offer?
(bai) Fbo Matthew Dalio Dalio Family Trust specializes in Retirement Planning, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are (bai) Fbo Matthew Dalio Dalio Family Trust's credentials?
(bai) Fbo Matthew Dalio Dalio Family Trust is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is (bai) Fbo Matthew Dalio Dalio Family Trust located?
(bai) Fbo Matthew Dalio Dalio Family Trust is based in WESTPORT, Connecticut, working with BRIDGEWATER ASSOCIATES, LP. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does (bai) Fbo Matthew Dalio Dalio Family Trust charge for services?
(bai) Fbo Matthew Dalio Dalio Family Trust's firm is compensated through percentage of aum, performance-based fees, other: investment advisory support services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGEWATER ASSOCIATES, LP?
BRIDGEWATER ASSOCIATES, LP has approximately 1196 employees and manages $171.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BRIDGEWATER ASSOCIATES, LP

Osman Nuri Nalbantoglu
WESTPORT, CT
Eileen Katherine Murray
WESTPORT, CT
Esq. Helene Glotzer
WESTPORT, CT
Interests Various Dalio Family
WESTPORT, CT
James Brien Comey Jr.
WESTPORT, CT
John Kenneth Halvey
WESTPORT, CT

More Advisors in WESTPORT, Connecticut

Robert Munro Zech
WINDCREST DISCOVERY INVESTMENTS LLC·WESTPORT, CT
Bret David Wiener
GEMSPRING CAPITAL MANAGEMENT, LLC·WESTPORT, CT
Brett F Cohen
JGB CAPITAL MANAGEMENT L.P.·WESTPORT, CT
Alan Offenberg
LIGHTHOUSE INVESTMENTS V, LLC·WESTPORT, CT
Amanda Barnes Purdue
19 CAPITAL MANAGEMENT, L.L.C.·WESTPORT, CT
Erik Leif Olsen
CATAMETRICS MANAGEMENT, LLC·WESTPORT, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)FARMINGTON (67)
City Guides
GREENWICH GuideSTAMFORD GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile